CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$6.3T
Holdings
201
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (201 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 2,019,365 | $1.2T | 19.52% | |
| 2 | SPHQINVESCO EXCHANGE TRADED FD T | 8,413,908 | $616.7B | 9.73% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 7,726,166 | $463.0B | 7.31% | |
| 4 | SPABSPDR SERIES TRUST | 14,165,317 | $366.2B | 5.78% | |
| 5 | VTEBVANGUARD MUN BD FDS | 5,366,870 | $268.7B | 4.24% | |
| 6 | SPIBSPDR SERIES TRUST | 6,017,752 | $203.9B | 3.22% | |
| 7 | VIGIVANGUARD WHITEHALL FDS | 1,930,664 | $172.9B | 2.73% | |
| 8 | SPSMSPDR SERIES TRUST | 3,281,191 | $152.0B | 2.40% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 2,773,818 | $150.3B | 2.37% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 2,348,887 | $141.0B | 2.23% | |
| 11 | NOBLPROSHARES TR | 1,307,923 | $134.8B | 2.13% | |
| 12 | IVWISHARES TR | 950,939 | $114.8B | 1.81% | |
| 13 | SPYGSPDR SERIES TRUST | 987,850 | $103.2B | 1.63% | |
| 14 | AQLTISHARES TR | 1,182,377 | $103.2B | 1.63% | |
| 15 | IVEISHARES TR | 479,321 | $99.0B | 1.56% | |
| 16 | MBBISHARES TR | 1,015,589 | $96.6B | 1.53% | |
| 17 | PZAINVESCO EXCH TRADED FD TR II | 4,148,197 | $95.8B | 1.51% | |
| 18 | SHMSPDR SERIES TRUST | 1,635,215 | $78.9B | 1.24% | |
| 19 | DFACDIMENSIONAL ETF TRUST | 1,843,913 | $71.1B | 1.12% | |
| 20 | QUALISHARES TR | 354,955 | $69.0B | 1.09% | |
| 21 | MUBISHARES TR | 604,115 | $64.3B | 1.02% | |
| 22 | SCHBSCHWAB STRATEGIC TR | 2,467,102 | $63.4B | 1.00% | |
| 23 | PFFISHARES TR | 1,973,233 | $62.4B | 0.98% | |
| 24 | VTIVANGUARD INDEX FDS | 175,611 | $57.6B | 0.91% | |
| 25 | FLMIFRANKLIN TEMPLETON ETF TR | 2,272,212 | $56.3B | 0.89% | |
| 26 | HYMBSPDR SERIES TRUST | 2,202,667 | $54.9B | 0.87% | |
| 27 | SCHGSCHWAB STRATEGIC TR | 1,597,106 | $51.0B | 0.80% | |
| 28 | IVVISHARES TR | 70,662 | $47.3B | 0.75% | |
| 29 | IWYISHARES TR | 171,625 | $47.0B | 0.74% | |
| 30 | IEMGISHARES INC | 649,052 | $42.8B | 0.68% | |
| 31 | AAPLAPPLE INC | 167,995 | $42.8B | 0.68% | |
| 32 | JIREJ P MORGAN EXCHANGE TRADED F | 551,912 | $40.6B | 0.64% | |
| 33 | DFAXDIMENSIONAL ETF TRUST | 1,283,535 | $40.3B | 0.64% | |
| 34 | CWISPDR INDEX SHS FDS | 1,129,698 | $39.4B | 0.62% | |
| 35 | EOGEOG RES INC | 325,024 | $36.4B | 0.58% | |
| 36 | MSFTMICROSOFT CORP | 59,909 | $31.0B | 0.49% | |
| 37 | IQLTISHARES TR | 643,138 | $28.4B | 0.45% | |
| 38 | SPLVINVESCO EXCH TRADED FD TR II | 367,188 | $27.0B | 0.43% | |
| 39 | SCHZSCHWAB STRATEGIC TR | 1,004,082 | $23.6B | 0.37% | |
| 40 | IBTGISHARES TR | 1,020,998 | $23.4B | 0.37% | |
| 41 | SCHASCHWAB STRATEGIC TR | 827,667 | $23.1B | 0.36% | |
| 42 | IGEBISHARES TR | 472,927 | $21.8B | 0.34% | |
| 43 | SCHVSCHWAB STRATEGIC TR | 719,858 | $21.0B | 0.33% | |
| 44 | JPSTJ P MORGAN EXCHANGE TRADED F | 406,685 | $20.6B | 0.33% | |
| 45 | JMSTJ P MORGAN EXCHANGE TRADED F | 386,496 | $19.7B | 0.31% | |
| 46 | IJRISHARES TR | 163,314 | $19.4B | 0.31% | |
| 47 | IXUSISHARES TR | 218,086 | $18.0B | 0.28% | |
| 48 | VEUVANGUARD INTL EQUITY INDEX F | 249,326 | $17.8B | 0.28% | |
| 49 | SPYSPDR S&P 500 ETF TR | 26,476 | $17.6B | 0.28% | |
| 50 | IEIISHARES TR | 134,619 | $16.1B | 0.25% | |
| 51 | SCHFSCHWAB STRATEGIC TR | 650,755 | $15.1B | 0.24% | |
| 52 | DYNFBLACKROCK ETF TRUST | 250,888 | $14.9B | 0.23% | |
| 53 | ITOTISHARES TR | 98,185 | $14.3B | 0.23% | |
| 54 | IBTHISHARES TR | 617,825 | $13.9B | 0.22% | |
| 55 | TFISPDR SERIES TRUST | 285,600 | $13.0B | 0.21% | |
| 56 | AGGISHARES TR | 129,356 | $13.0B | 0.20% | |
| 57 | NVDANVIDIA CORPORATION | 69,111 | $12.9B | 0.20% | |
| 58 | IEFISHARES TR | 122,106 | $11.8B | 0.19% | |
| 59 | ROKROCKWELL AUTOMATION INC | 33,697 | $11.8B | 0.19% | |
| 60 | IWFISHARES TR | 24,322 | $11.4B | 0.18% | |
| 61 | IWDISHARES TR | 55,006 | $11.2B | 0.18% | |
| 62 | HYGISHARES TR | 135,574 | $11.0B | 0.17% | |
| 63 | SUSLISHARES TR | 81,004 | $9.5B | 0.15% | |
| 64 | SDYSPDR SERIES TRUST | 66,089 | $9.3B | 0.15% | |
| 65 | MLNVANECK ETF TRUST | 504,544 | $8.8B | 0.14% | |
| 66 | SPDWSPDR INDEX SHS FDS | 196,844 | $8.4B | 0.13% | |
| 67 | AMZNAMAZON COM INC | 38,300 | $8.4B | 0.13% | |
| 68 | SUBISHARES TR | 78,744 | $8.4B | 0.13% | |
| 69 | CMFISHARES TR | 147,232 | $8.4B | 0.13% | |
| 70 | EAGGISHARES TR | 173,219 | $8.3B | 0.13% | |
| 71 | IJHISHARES TR | 109,471 | $7.1B | 0.11% | |
| 72 | VUGVANGUARD INDEX FDS | 13,974 | $6.7B | 0.11% | |
| 73 | IWMISHARES TR | 26,833 | $6.5B | 0.10% | |
| 74 | VIGVANGUARD SPECIALIZED FUNDS | 29,501 | $6.4B | 0.10% | |
| 75 | GOOGLALPHABET INC | 25,790 | $6.3B | 0.10% | |
| 76 | IBTIISHARES TR | 279,196 | $6.2B | 0.10% | |
| 77 | AQLTISHARES TR | 267,217 | $6.2B | 0.10% | |
| 78 | VTVANGUARD INTL EQUITY INDEX F | 44,137 | $6.1B | 0.10% | |
| 79 | SCHPSCHWAB STRATEGIC TR | 223,966 | $6.0B | 0.10% | |
| 80 | IBDRISHARES TR | 243,334 | $5.9B | 0.09% | |
| 81 | IBMQISHARES TR | 229,069 | $5.9B | 0.09% | |
| 82 | ABBVABBVIE INC | 25,160 | $5.8B | 0.09% | |
| 83 | CEGCONSTELLATION ENERGY CORP | 16,464 | $5.4B | 0.09% | |
| 84 | USIGISHARES TR | 103,211 | $5.4B | 0.09% | |
| 85 | SCHESCHWAB STRATEGIC TR | 161,003 | $5.4B | 0.08% | |
| 86 | JPMJPMORGAN CHASE & CO. | 16,163 | $5.1B | 0.08% | |
| 87 | IBMPISHARES TR | 193,961 | $4.9B | 0.08% | |
| 88 | SHYMBLACKROCK ETF TRUST II | 216,599 | $4.8B | 0.08% | |
| 89 | IBMOISHARES TR | 183,737 | $4.7B | 0.07% | |
| 90 | ESGDISHARES TR | 49,849 | $4.6B | 0.07% | |
| 91 | PGPROCTER AND GAMBLE CO | 29,575 | $4.5B | 0.07% | |
| 92 | VTVVANGUARD INDEX FDS | 24,307 | $4.5B | 0.07% | |
| 93 | HYDVANECK ETF TRUST | 87,373 | $4.4B | 0.07% | |
| 94 | SCHOSCHWAB STRATEGIC TR | 161,562 | $3.9B | 0.06% | |
| 95 | XOMEXXON MOBIL CORP | 32,447 | $3.7B | 0.06% | |
| 96 | GOOGALPHABET INC | 14,779 | $3.6B | 0.06% | |
| 97 | IBMSISHARES TR | 162,825 | $3.6B | 0.06% | |
| 98 | IBDSISHARES TR | 145,525 | $3.5B | 0.06% | |
| 99 | DVNDEVON ENERGY CORP NEW | 99,231 | $3.5B | 0.05% | |
| 100 | IBMRISHARES TR | 133,388 | $3.4B | 0.05% |
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